See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $613,774 | $183,519+234.4% | $155,509+294.7% | $145,922+320.6% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 23.92% | 61.17%-37.2pp | 64.67%-40.7pp | 561.29%-537.4pp |
| Employer contribution / active EE | $3,651 | $5,313-31.3% | $4,672-21.9% | $4,660-21.6% |
| Participant deferral / active EE | $7,945 | $6,462+22.9% | $5,626+41.2% | $6,688+18.8% |
| Admin fee / account holder | $25,733 | $19,313+33.2% | $15,912+61.7% | $13,397+92.1% |